We are live on ! Find out more
ADSK icon

Autodesk

Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
Conning Inc
Connecticut
$632K -$106K -345 -13%
SP
652
Symmetry Partners
Connecticut
$630K – – –
HA
653
HYA Advisors
Missouri
$628K +$695K +2,272 New
RWA
654
Ropes Wealth Advisors
Massachusetts
$625K +$45K +147 +7%
OFS
655
Orrstown Financial Services
Pennsylvania
$619K -$7.04K -23 -1%
FIM
656
Freedom Investment Management
Connecticut
$617K -$444K -1,451 -40%
JC
657
Jacobs & Co
California
$614K -$11K -36 -2%
UB
658
UMB Bank
Missouri
$609K -$8.26K -27 -1%
TAM
659
Trust Asset Management
Texas
$609K +$43.8K +143 +7%
SIM
660
Sentry Investment Management
Wisconsin
$605K +$609K +1,988 +1,484%
WP
661
Waycross Partners
Kentucky
$599K -$429K -1,400 -40%
NL
662
Navalign LLC
California
$589K +$306 +1 +0%
VWM
663
Venturi Wealth Management
Texas
$583K -$144K -472 -19%
CF
664
Copperwynd Financial
Arizona
$582K +$73.2K +239 +13%
BCA
665
Berman Capital Advisors
Georgia
$580K +$274K +896 +78%
PP
666
Patten & Patten
Tennessee
$579K -$26K -85 -4%
CPIG
667
Chicago Partners Investment Group
Illinois
$571K +$80.5K +263 +18%
HI
668
Horizon Investments
North Carolina
$567K +$312K +1,020 +105%
MIP
669
Marietta Investment Partners
Wisconsin
$558K – – –
KMWM
670
Keudell/Morrison Wealth Management
Oregon
$557K +$10.7K +35 +2%
GWM
671
Geneos Wealth Management
Colorado
$556K +$145K +475 +32%
NA
672
NewEdge Advisors
Louisiana
$543K +$161K +527 +38%
WA
673
Wealth Alliance
New York
$537K +$240K +783 +71%
IWM
674
IHT Wealth Management
Illinois
$530K -$127K -416 -18%
CBT
675
Central Bank & Trust
Kentucky
$529K – – –